Re: [OPEN-ILS-GENERAL] [External] [Evergreen-acq] Overview and mockups for acquisitions development project

[Mike Rylander]

Irene,

Equinox is as excited to be designing the features and writing the code as
you are to see it happening, I assure you!

The way we do development intentionally takes feedback like this into
account.  The initial phase will be creation of the sets of functional
specifications in consultation with our funding partners, and to the degree
we can, by the broader community.  While I can't promise specifics before
we've created the functional specs, I can say that the two things you list
here are relatively minor additions given the full scope of the project,
and could likely be incorporated into the specs as we move forward.  I
would not expect either to blow up the budget of the provider portion of
our work.

Thanks for the feedback!

--
Mike Rylander
  | President
  | Equinox Open Library Initiative
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  mi...@equinoxinitiative.org
  | web:  http://equinoxinitiative.org

On Thu, May 10, 2018 at 4:40 PM Patrick, Irene 
wrote:

> Kathy,

> Today is my first day back after the conference where I've had time to
look at list mail, so I just saw your message today.  I'm very excited to
see this work on the Acquisitions module!  I'm especially happy to see the
proposal to handle provider records and searching more like the patron
records, which is what I've been wishing for ever since we migrated to
Evergreen last year.

> I have a couple of comments on the proposal.  One is that in the provider
record, I don't see a field for FEIN.  Our budget office has required us to
provide the FEIN for all our vendors, for the past 20 years or so.  They
will not pay anyone without an FEIN or SSN, and have required us to get
that information from our providers. I wonder if you all could consider
adding a dedicated field for FEIN on the provider records, along with the
name, provider code and SAN.

> Our other big problem with the provider records is that we made extensive
use of vendor notes in our former ILS.  These were actually all migrated to
Evergreen.  But they're useless to us because, although there is a notes
field in the Evergreen provider record, it does not display in the client.
I don't see a notes field for providers anywhere in the proposal.  No doubt
adding a notes field would throw off the quote provided, but it's a big
concern for our library.  We've got plenty of places for notes on patron
records in Evergreen; I'd like to see something similar for provider
records.  Maybe this could be kept in mind for future development?

> Those two points aside, this proposal would be a great advance for
acquisitions in Evergreen.  I am looking forward to seeing the improvements!

> Irene Patrick
> Library & Information Management Systems Librarian
> NC Dept. of Natural and Cultural Resources
> 919.807.7413  |  irene dot patrick at ncdcr dot gov
> 109 E. Jones St.  | 4640 Mail Service Center
> Raleigh, North Carolina 27699-4600
> Facebook  Twitter  Instagram  YouTube  Website

> Email correspondence to and from this address is subject to the North
Carolina Public Records Law and may be disclosed to third parties.



> -Original Message-
> From: Kathy Lussier [mailto:kluss...@masslnc.org]
> Sent: Thursday, May 3, 2018 3:18 PM
> To: 'Evergreen Discussion Group' <
open-ils-general@list.georgialibraries.org>;
evergreen-...@list.evergreen-ils.org
> Subject: [External] [Evergreen-acq] Overview and mockups for acquisitions
development project

> CAUTION: External email. Do not click links or open attachments unless
verified. Send all suspicious email as an attachment to Report Spam.


> Hi all,

> I'm sending along a link to the overview of the acquisitions development
project that was discussed at the acquisitions interest group this morning.

https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

> Equinox created this report, which breaks down a project to move
acquisitions to AngularJS (or Angular) in ten different sprints. The report
also includes some draft mock-ups for acquisitions interfaces.
> Many thanks to Georgia PINES for funding this report!

> Along with this report, MassLNC has received a quote to create tech specs
for this project. We'll be reviewing the quote over the next few weeks and
will possibly reaching out to the community for help in funding this
project.

> Feel free to let me know if you have any questions!

> Kathy

> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier

> ___
> Evergreen-acq mailing list
> evergreen-...@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq

Re: [OPEN-ILS-GENERAL] [External] [Evergreen-acq] Overview and mockups for acquisitions development project

[Patrick, Irene]

Thanks so much!  Adding those two things would be a great help to us!


Irene Patrick
Library & Information Management Systems Librarian
NC Dept. of Natural and Cultural Resources
919.807.7413  |  irene dot patrick at ncdcr dot gov 
109 E. Jones St.  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
Facebook  Twitter  Instagram  YouTube  Website

Email correspondence to and from this address is subject to the North Carolina 
Public Records Law and may be disclosed to third parties.



-Original Message-
From: Mike Rylander [mailto:mrylan...@gmail.com] 
Sent: Thursday, May 10, 2018 5:00 PM
To: Evergreen Discussion Group 
Cc: evergreen-...@list.evergreen-ils.org
Subject: Re: [OPEN-ILS-GENERAL] [External] [Evergreen-acq] Overview and mockups 
for acquisitions development project

CAUTION: External email. Do not click links or open attachments unless 
verified. Send all suspicious email as an attachment to Report 
Spam.


Irene,

Equinox is as excited to be designing the features and writing the code as you 
are to see it happening, I assure you!

The way we do development intentionally takes feedback like this into account.  
The initial phase will be creation of the sets of functional specifications in 
consultation with our funding partners, and to the degree we can, by the 
broader community.  While I can't promise specifics before we've created the 
functional specs, I can say that the two things you list here are relatively 
minor additions given the full scope of the project, and could likely be 
incorporated into the specs as we move forward.  I would not expect either to 
blow up the budget of the provider portion of our work.

Thanks for the feedback!

--
Mike Rylander
  | President
  | Equinox Open Library Initiative
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  mi...@equinoxinitiative.org
  | web:  http://equinoxinitiative.org

On Thu, May 10, 2018 at 4:40 PM Patrick, Irene 
wrote:

> Kathy,

> Today is my first day back after the conference where I've had time to
look at list mail, so I just saw your message today.  I'm very excited to see 
this work on the Acquisitions module!  I'm especially happy to see the proposal 
to handle provider records and searching more like the patron records, which is 
what I've been wishing for ever since we migrated to Evergreen last year.

> I have a couple of comments on the proposal.  One is that in the 
> provider
record, I don't see a field for FEIN.  Our budget office has required us to 
provide the FEIN for all our vendors, for the past 20 years or so.  They will 
not pay anyone without an FEIN or SSN, and have required us to get that 
information from our providers. I wonder if you all could consider adding a 
dedicated field for FEIN on the provider records, along with the name, provider 
code and SAN.

> Our other big problem with the provider records is that we made 
> extensive
use of vendor notes in our former ILS.  These were actually all migrated to 
Evergreen.  But they're useless to us because, although there is a notes field 
in the Evergreen provider record, it does not display in the client.
I don't see a notes field for providers anywhere in the proposal.  No doubt 
adding a notes field would throw off the quote provided, but it's a big concern 
for our library.  We've got plenty of places for notes on patron records in 
Evergreen; I'd like to see something similar for provider records.  Maybe this 
could be kept in mind for future development?

> Those two points aside, this proposal would be a great advance for
acquisitions in Evergreen.  I am looking forward to seeing the improvements!

> Irene Patrick
> Library & Information Management Systems Librarian NC Dept. of Natural 
> and Cultural Resources
> 919.807.7413  |  irene dot patrick at ncdcr dot gov
> 109 E. Jones St.  | 4640 Mail Service Center Raleigh, North Carolina 
> 27699-4600 Facebook  Twitter  Instagram  YouTube  Website

> Email correspondence to and from this address is subject to the North
Carolina Public Records Law and may be disclosed to third parties.



> -Original Message-
> From: Kathy Lussier [mailto:kluss...@masslnc.org]
> Sent: Thursday, May 3, 2018 3:18 PM
> To: 'Evergreen Discussion Group' <
open-ils-general@list.georgialibraries.org>;
evergreen-...@list.evergreen-ils.org
> Subject: [External] [Evergreen-acq] Overview and mockups for 
> acquisitions
development project

> CAUTION: External email. Do not click links or open attachments unless
verified. Send all suspicious email as an attachment to Report Spam.


> Hi all,

> I'm sending along a link to the overview of the acquisitions 
> development
project that was discussed at the acquisitions interest group this morning.

https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

> Equinox created this report, which breaks down a project to move
acquisitions to 

Re: [OPEN-ILS-GENERAL] [External] [Evergreen-acq] Overview and mockups for acquisitions development project

[Patrick, Irene]

Kathy,

Today is my first day back after the conference where I've had time to look at 
list mail, so I just saw your message today.  I'm very excited to see this work 
on the Acquisitions module!  I'm especially happy to see the proposal to handle 
provider records and searching more like the patron records, which is what I've 
been wishing for ever since we migrated to Evergreen last year.

I have a couple of comments on the proposal.  One is that in the provider 
record, I don't see a field for FEIN.  Our budget office has required us to 
provide the FEIN for all our vendors, for the past 20 years or so.  They will 
not pay anyone without an FEIN or SSN, and have required us to get that 
information from our providers. I wonder if you all could consider adding a 
dedicated field for FEIN on the provider records, along with the name, provider 
code and SAN.

Our other big problem with the provider records is that we made extensive use 
of vendor notes in our former ILS.  These were actually all migrated to 
Evergreen.  But they're useless to us because, although there is a notes field 
in the Evergreen provider record, it does not display in the client.  I don't 
see a notes field for providers anywhere in the proposal.  No doubt adding a 
notes field would throw off the quote provided, but it's a big concern for our 
library.  We've got plenty of places for notes on patron records in Evergreen; 
I'd like to see something similar for provider records.  Maybe this could be 
kept in mind for future development?

Those two points aside, this proposal would be a great advance for acquisitions 
in Evergreen.  I am looking forward to seeing the improvements!

Irene Patrick
Library & Information Management Systems Librarian
NC Dept. of Natural and Cultural Resources
919.807.7413  |  irene dot patrick at ncdcr dot gov 
109 E. Jones St.  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
Facebook  Twitter  Instagram  YouTube  Website

Email correspondence to and from this address is subject to the North Carolina 
Public Records Law and may be disclosed to third parties.



-Original Message-
From: Kathy Lussier [mailto:kluss...@masslnc.org] 
Sent: Thursday, May 3, 2018 3:18 PM
To: 'Evergreen Discussion Group' ; 
evergreen-...@list.evergreen-ils.org
Subject: [External] [Evergreen-acq] Overview and mockups for acquisitions 
development project

CAUTION: External email. Do not click links or open attachments unless 
verified. Send all suspicious email as an attachment to Report 
Spam.


Hi all,

I'm sending along a link to the overview of the acquisitions development 
project that was discussed at the acquisitions interest group this morning.
https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

Equinox created this report, which breaks down a project to move acquisitions 
to AngularJS (or Angular) in ten different sprints. The report also includes 
some draft mock-ups for acquisitions interfaces.
Many thanks to Georgia PINES for funding this report!

Along with this report, MassLNC has received a quote to create tech specs for 
this project. We'll be reviewing the quote over the next few weeks and will 
possibly reaching out to the community for help in funding this project.

Feel free to let me know if you have any questions!

Kathy

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

___
Evergreen-acq mailing list
evergreen-...@list.evergreen-ils.org
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq